-36.1%
HOOD vs PSX
+97.5%
-133.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.5% | +6.5% | +0.9% |
| 7D | -4.4% | -5.2% | +0.8% | -5.5% |
| 30D | -23.4% | -3.7% | -19.7% | -23.9% |
| 3M | -6.5% | +26.8% | -33.3% | -2.1% |
| 6M | +14.2% | +47.3% | -33.1% | +23.0% |
| YTD | -22.7% | +105.4% | -128.1% | -18.9% |
| 1Y | -36.1% | +96.9% | -133.0% | -33.8% |
| All | -36.1% | +97.5% | -133.6% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PSX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling